PIMCO 25+ YR Zero CPN US TifZROZETF

13F holders, Q2 2026 (June 30)
123holders −4
20new positions
25sold out
1famous investor
$64.08avg. 13F price*

At the end of Q2 2026, 123 institutions reported holding PIMCO 25+ YR Zero CPN US Tif (ZROZ) in their 13F filings, down 4 from Q1 2026. 20 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($82.7M), Mirae Asset Global Investments Co., Ltd. ($55.0M) and LPL Financial LLC ($44.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PIMCO 25+ YR Zero CPN US Tif
Filed as
PIMCO ETF TR (Q2 2026)
CUSIP
72201R882
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 106Q1 2024Q2 2024: 119Q2 2024Q3 2024: 133Q3 2024Q4 2024: 141Q4 2024Q1 2025: 144Q1 2025Q2 2025: 133Q2 2025Q3 2025: 131Q3 2025Q4 2025: 134Q4 2025Q1 2026: 127Q1 2026Q2 2026: 123Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$44.6M
Exits25$20.6M

All 13F filers, Q1 2026 → Q2 2026: 1,782,114 shares bought and 1,105,214 shares sold, net +676,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Bank of America Corp. 0.01% Add +72.3% 1,290,253 $82.7M
Mirae Asset Global Investments Co., Ltd. 0.10% Reduce -30.1% 857,839 $55.0M
LPL Financial LLC 0.01% Add +8.2% 686,112 $44.0M
Rwa Wealth Partners, LLC 0.37% No change 598,288 $38.4M
RiverFront Investment Group, LLC 0.47% Add +0.2% 557,422 $35.7M
Envestnet Asset Management Inc. 0.01% Reduce -5.3% 486,324 $31.2M
CPC Advisors, LLC 3.61% Reduce -1.6% 417,268 $26.7M
GenWealth Group, Inc. 4.06% Add +5.3% 406,774 $26.1M
Quadrature Capital Ltd 0.16% New 287,853 $18.5M
Krilogy Financial LLC 0.48% Add +6.5% 253,936 $16.3M
Raymond James Financial Inc. 0.00% Add +14.1% 227,054 $14.6M
Tidal Investments LLC 0.03% New 171,949 $10.9M
Cyndeo Wealth Partners, LLC 0.47% Add +3.2% 154,331 $9.9M
Morgan Stanley 0.00% Reduce -5.4% 152,855 $9.8M
Paragon Advisors, LLC 2.00% Add +3.5% 148,433 $9.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.6% 129,466 $8.3M
AE Wealth Management LLC 0.03% Add +205.8% 116,512 $7.5M
IHT Wealth Management, LLC 0.14% Add +1.4% 105,172 $6.7M
Tower Research Capital LLC (TRC) 0.16% Add +524.0% 100,242 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -2.8% 97,839 $6.3M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 96,029 $6.2M
Goldman Sachs Group Inc. 0.00% Add +26.8% 91,404 $5.9M
Royal Bank of Canada 0.00% Add +10.5% 89,650 $5.7M
MML Investors Services, LLC 0.01% Add +174.0% 84,180 $5.4M
D.A. Davidson & Co. 0.03% Reduce -1.2% 82,296 $5.3M
Jones Financial Companies LLLP 0.00% Reduce -14.6% 77,427 $5.0M
Susquehanna International Group, LLP 0.00% Reduce -5.7% 76,955 $4.9M
Osaic Holdings, Inc. 0.01% Add +23.6% 70,314 $4.5M
Marex Group Ltd 0.03% No change 68,904 $4.4M
UBS Group AG 0.00% Add +37.6% 64,498 $4.1M
Jane Street Group, LLC 0.00% Reduce -41.9% 60,170 $3.9M
Citadel Advisors 0.00% New 58,897 $3.8M
Arlington Capital Management, Inc. 2.06% Add +0.7% 51,742 $3.3M
Flow Traders U.S. LLC 0.13% Add +157.2% 50,554 $3.2M
Mid-American Wealth Advisory Group, Inc. 1.10% Reduce -56.9% 47,445 $3.0M
Retirement Management Systems Inc. 0.61% Add +12.7% 46,622 $3.0M
Janney Montgomery Scott LLC 0.01% Add +2.8% 46,218 $3.0M
GTS Securities LLC 0.06% New 46,103 $3.0M
Wells Fargo & Company 0.00% Reduce -0.4% 45,475 $2.9M
&partners 0.01% Reduce -36.2% 42,280 $2.7M
Compass Financial Management LLC 0.30% — 38,946 $2.5M
Shepherd Kaplan Krochuk, LLC 1.95% Reduce -31.8% 38,300 $2.5M
Sigma Planning Corp 0.06% New 36,272 $2.3M
Golden Reserve Retirement LLC 0.32% Add +73.3% 32,121 $2.1M
Carrera Capital Advisors 0.30% Add +31.4% 31,229 $2.0M
Redwood Investment Management, LLC 0.19% Add +4.5% 29,738 $1.9M
Lloyd Advisory Services, LLC. 0.72% Add +3178.9% 29,084 $1.9M
Delos Wealth Advisors, LLC 0.93% Add +16.3% 28,140 $1.8M
Wedbush Securities Inc. 0.05% Reduce -52.5% 27,916 $1.8M
Stifel Financial Corp. 0.00% Reduce -18.7% 27,045 $1.7M
Provident Wealth Management, LLC 0.41% Reduce -0.3% 24,761 $1.6M
Prospera Financial Services Inc 0.02% Reduce -12.4% 22,492 $1.4M
Goodman Advisory Group, LLC 0.33% Reduce -3.6% 22,401 $1.4M
Truist Financial Corp. 0.00% Reduce -0.8% 22,113 $1.4M
FLP Wealth Management, LLC 2.48% Add +2.5% 21,794 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -3.5% 21,699 $1.4M
OneDigital Investment Advisors LLC 0.01% New 21,203 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.3% 19,887 $1.2M
Private Advisor Group, LLC 0.01% Add +447.2% 17,718 $1.1M
Guggenheim Capital LLC 0.01% Add +46.2% 17,342 $1.1M
Valtinson Bruner Financial Planning LLC 0.28% Reduce -12.9% 17,149 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -16.3% 15,270 $998K
Phoenix Financial Ltd. 0.01% New 15,177 $967K
Integrated Wealth Concepts LLC 0.01% Add +1.9% 14,704 $943K
Centurion Wealth Management LLC 0.20% Reduce -88.3% 12,967 $831K
National Bank of Canada 0.00% Add +0.6% 12,700 $814K
Blair William & Co. 0.00% Reduce -7.7% 11,977 $768K
Williams & Novak, LLC 0.46% Reduce -47.0% 10,690 $685K
Ameriprise Financial Inc. 0.00% Reduce -65.7% 10,106 $650K
Two Sigma Securities, LLC 0.05% Add +138.5% 9,455 $606K
Fiduciary Financial Advisors 0.06% New 9,405 $603K
Advisory Services Network, LLC 0.01% Reduce -3.1% 9,079 $582K
Prelude Capital Management, LLC 0.04% New 9,030 $579K
Great Lakes Retirement, Inc. 0.05% Add +87.5% 8,452 $542K
Howard Bailey Securities, LLC 0.20% New 8,268 $530K
B.O.S.S. Retirement Advisors, LLC 0.14% New 7,991 $512K
Ballew Advisors, Inc 0.24% No change 7,435 $466K
Simplicity Wealth,LLC 0.02% Reduce -2.3% 6,961 $446K
Bcwm, LLC 0.13% Reduce -0.4% 6,863 $440K
Authentikos Wealth Advisory, LLC 0.25% Add +10.3% 6,229 $399K
Elevated Capital Advisors, LLC 0.11% Add +149.5% 6,160 $395K
Sankala Group LLC 0.26% Reduce -19.0% 6,860 $395K
Savant Capital, LLC 0.00% New 5,812 $372K
Fort Sheridan Advisors LLC 0.04% No change 5,500 $353K
Cetera Investment Advisers 0.00% Reduce -18.9% 5,329 $342K
Primoris Wealth Advisors, LLC 0.15% New 5,000 $321K
Federation des caisses Desjardins du Quebec 0.00% No change 4,149 $266K
Boothbay Fund Management, LLC 0.00% New 3,900 $250K
Visionary Wealth Advisors 0.01% Reduce -7.1% 3,828 $245K
NewEdge Advisors, LLC 0.00% Reduce -51.5% 3,738 $240K
Ergawealth Advisors, Inc. 0.09% No change 3,681 $236K
Private Trust Co. NA 0.02% No change 3,605 $231K
Integrity Alliance, Llc. 0.01% Reduce -19.7% 3,550 $228K
Integrated Wealth Management 0.24% New 3,486 $223K
Annex Advisory Services, LLC 0.00% Reduce -72.0% 3,474 $223K
Western Wealth Management, LLC 0.01% Reduce -31.2% 3,450 $221K
Tounjian Advisory Partners, LLC 0.09% New 3,159 $202K
Farther Finance Advisors, LLC 0.00% Add +34.6% 3,079 $197K
International Assets Investment Management, LLC 0.01% No change 2,590 $162K
Fifth Third Bancorp 0.00% Reduce -6.9% 2,157 $138K
Kingdom Financial Group LLC. 0.03% Add +137.7% 2,108 $135K
Parallel Advisors, LLC 0.00% No change 1,700 $109K
Quarry LP 0.02% New 1,470 $94K
Qube Research & Technologies Ltd 0.00% New 1,164 $75K
Barclays PLC 0.00% Reduce -33.3% 1,000 $64K
Montgomery Financial Services LLC 0.05% — 947 $61K
IFG Advisory, LLC 0.00% New 933 $60K
Networth Advisors, LLC 0.02% Add +161.8% 589 $38K
Bank of Montreal 0.00% Add +20.6% 516 $33K
Steward Partners Investment Advisory, LLC 0.00% Reduce -88.7% 500 $32K
TD Private Client Wealth LLC 0.00% Add +68.9% 402 $26K
Decker Retirement Planning Inc. 0.01% New 234 $15K
West Branch Capital LLC 0.00% Add +1.4% 215 $14K
Quest 10 Wealth Builders, Inc. 0.01% Add +260.0% 144 $9K
FMR LLC 0.00% Reduce -45.5% 128 $8K
Whittier Trust Co. of Nevada Inc. 0.00% Add +109.5% 132 $8K
Highland Investment Advisors LLC 0.00% — 58 $4K
Bogart Wealth, LLC 0.00% No change 51 $3K
Geneos Wealth Management Inc. 0.00% Reduce -74.9% 49 $3K
Spire Wealth Management 0.00% Reduce -15.4% 44 $3K
Evolution Wealth Management Inc. 0.00% No change 22 $1K
Hollencrest Capital Management 0.00% Reduce -99.1% 9 $577
Creative Financial Designs Inc. 0.00% No change 2 $126

"% of holder's portfolio" is ZROZ's weight in each manager's 13F, not the share of PIMCO 25+ YR Zero CPN US Tif the manager owns.